Cameron Santiago is a financial advisor at Fisher Investments with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Northwestern Mutual Investment Services LLC and Greg Castronovo. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios, and it offers sub-advisory and retirement plan services.

Kevin Goyert is a financial advisor at Fisher Investments with 13 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach led by a five-member committee and incorporates tax-aware strategies and risk management techniques.

Demaya Womack is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Fidelity Investments and TIAA. Outside of her advisory role, she works as a caregiver for a patient with dementia. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Juan Ramos is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, along with involvement in Perfect Choice Transportation LLC. Outside of his advisory work, he provides caregiving support to his elderly mother. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary client relationships with access to discretionary managed accounts and alternative investment options.

Carlos Cevallos Malta is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade, Inc. Carlos has held various roles at Charles Schwab and Charles Schwab Bank since 2021. He also has experience outside finance, including work with the YMCA of Centre County and involvement in auction and legal support roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and managed account services. The firm’s model includes both non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Whitney Stacy is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. Whitney has been associated with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and for its use of advanced methodologies such as AI in research and proxy-voting governance procedures.

Brian Glass is a Planning Consultant who focuses on helping clients identify, organize, and pursue their financial goals by simplifying the complexities of financial planning. He emphasizes understanding his clients and earning their trust as fundamental elements of his professional relationships. His professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2025, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022, and a Relationship Manager at Bank of America from 2007 to 2017.

Jared Ambrose is a Series 65-credentialed advisor at Fisher Investments with four years of industry experience. Prior to joining Fisher Investments, he held positions at Fivestars, Uhaul, and Vector Marketing. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies.

Joshua Alexander is a financial advisor at Fidelity with the Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2021 and before that was employed by United Supermarkets LLC and Slims BBQ. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Austin Adamcewicz is a financial advisor at Fisher Investments with a Series 65 credential and one year of industry experience. Prior to joining Fisher Investments in 2026, he worked at Florida Financial Advisors and has held various roles outside of finance, including as an Instacart shopper. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment process that incorporates both quantitative and qualitative research.

Andri Zamora is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. Outside of his advisory role, he serves as managing partner of a family LLC involved in managing a rental property. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, utilizing multi-asset model portfolios and a formal alternative-investment process.

Iqra Jafri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Prior to her advisory career, she worked at VIPkid and the University of Texas at Austin. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Ryan Lee is a financial advisor at Charles Schwab & Co., Inc. with one year of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at Invited Clubs, Amazon, Yardi Systems, Sunbelt Rentals, Harbor Chase, and Jersey Mikes, alongside periods of full-time education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Cecilia Ortiz Santos is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Cecilia is currently based in Westlake, Texas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Vivian Bang is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Capital Advisors, Inc., E*TRADE Capital Management LLC, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios supported by centralized supervision and custody services.

Hayden Hutton is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. He has worked at Fisher Investments since 2021 and has prior experience at Northwest Liquid Gold, Washington State University, and Hilton Hotels. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized Investment Policy Committee and employs tax-aware strategies, defensive tactics, and diversified portfolios across equity, fixed income, and blended mandates.

Wen Cheng is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and TD Ameritrade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Munoz is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has nearly two decades of experience in the financial services industry, all of which has been with Fidelity. Throughout his career, Danny has held multiple positions including Financial Consultant, Senior Portfolio Specialist, Retirement Relationship Manager, and 401k Specialist. Danny's expertise spans various aspects of financial consulting and portfolio management. He holds insurance licenses in Arkansas and California. He is committed to ethical practices and financial literacy, focusing on delivering a high level of service to help clients make informed financial decisions. Danny aims to positively impact his clients and the people important to them through his work.

Michael Witt is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Witt is a silent partner in several family-owned real estate ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports based on proprietary research and third-party data.

D Nard Arthur is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and 30 years of industry experience. He has worked with firms including Fidelity and Fortitude Advisory Group and currently serves on the Board of Management for the Semones YMCA, participating in community activities such as holiday events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.